+316.7%
PANW vs UNH
+1.1%
+315.6%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.4% | +0.1% | -1.9% |
| 7D | -0.8% | -4.5% | +3.8% | 0.0% |
| 30D | -14.6% | -6.5% | -8.0% | -13.6% |
| 3M | +18.3% | -6.0% | +24.3% | +19.3% |
| 6M | +100.5% | +33.7% | +66.8% | +89.5% |
| YTD | +79.5% | +16.4% | +63.1% | +72.3% |
| 1Y | +66.7% | +10.1% | +56.6% | +61.5% |
| 3Y | +161.2% | -16.3% | +177.5% | +153.1% |
| All | +316.7% | +1.1% | +315.6% | +289.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UNH.
Daily Out/Under-Performance
Portfolio return minus UNH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UNH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded UNH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling